Slide 1: Fourth Quarter & Fiscal Year 2026 Financial Results and Investor Briefing
FOURTH QUARTER & FISCAL YEAR 2026 Financial Results and Investor Briefing PUBLIC | ©Jabil Inc. 2026. All Rights Reserved. 1
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Slide 3: Forward Looking Statement
Forward Looking Statement Forward Looking Statements: This presentation contains forward-looking statements, including those regarding our anticipated financial results for our fourth quarter and fiscal year 2026; our guidance for future financial performance in our first quarter of fiscal year 2027
Slide 4: Today's Agenda
Today’s Agenda Financial Review & Outlook Greg Hebard, CFO Regulated Industries Steve Borges, EVP, Regulated Industries Intelligent Infrastructure Matt Crowley, EVP, Intelligent Infrastructure Intelligent Devices & Robotics Rafael Renno, SVP, Intelligent Devices & Robotics Operations & Supply Chain
Slide 5: Key Takeaways Today
Key Takeaways Today 1 2 3 Strong growth opportunity Diversification delivering Earnings, cash flow and value shareholder returns Capabilities, customer relationships and Broader opportunities across customers, Disciplined execution and investment investments supporting growth technologies and end ma
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Slide 7: Fourth Quarter and FY 2026 Income Highlights
Fourth Quarter and FY 2026 Income Highlights THREE MONTHS ENDED FISCAL YEAR ENDED AUGUST 31, AUGUST 31, (In millions, except for per share data) 2026 2025 2026 2025 Net revenue $10,616 $8,252 $35,954 $29,802 U.S. GAAP operating income $602 $337 $1,704 $1,182 U.S. GAAP net income $398 $218 $1,042 $65
Slide 8: Fourth Quarter FY 2026 Segment Results
Fourth Quarter FY 2026 Segment Results Connected Living & Digital Commerce Regulated Industries +9% 5.8% 13% Revenue y/y Core margin* Regulated Intelligent Infrastructure +56% 6.5% $10.6B Industries Revenue y/y Core margin* 32% REVENUE Connected Living & Digital Commerce flat 7.1% Revenue y/y Core m
Slide 9: Fourth Quarter and FY 2026 Cashflow Highlights
Fourth Quarter and FY 2026 Cashflow Highlights Fourth Quarter Fiscal Year Ended Ended August 31, August 31, ($ millions) 2026 2026 Net cash provided by operating activities $733 $2,002 Net capital expenditures1 ($192) ($470) Adjusted free cash flow (non-GAAP)2 $541 $1,532 Core EBITDA (non-GAAP)1 $82
Slide 10: A Balanced Capital Structure Gives Us Flexibility
A Balanced Capital Structure Gives Us Flexibility Fully Committed to Maintaining Our Investment Grade Rating Debt maturities by fiscal year, $M 4,000 FINANCIAL STRENGTH 3,500 $6.1B of total liquidity: $1.7B cash and $4.4B 3,000 unused borrowing capacity1 2,500 $3.4B of balance sheet debt, with no ma
Slide 11: Consistent Shareholder Return
Consistent Shareholder Return Supported by a New $1.5 Billion Share Repurchase Authorization 235 Cumulative Shareholder Returns Shares Outstanding FY13-FY26 215 (shares in millions) Share Repurchases Dividends 195 175 49% reduction 155 203 135 194 192 187 $8.8B 178 165 115 154 150 144 135 131 114 95
Slide 12: First Quarter FY27 Guidance
First Quarter FY27 Guidance Segment Revenue Guidance Q1 FY27E Regulated Industries $3.5B Intelligent Infrastructure $6.3B Intelligent Devices & Robotics $1.2B Consolidated Guidance Q1 FY27E Net revenue $10.6B - $11.4B U.S. GAAP operating income $481M - $541M U.S. GAAP diluted earnings per share $2.7
Slide 13: Fiscal 2026 Builds on a Consistent Multi-Year Track Record
Fiscal 2026 Builds on a Consistent Multi-Year Track Record Core Margin Up From 3.2% to 5.8% and Core EPS Compounding at 29% Since FY20 CORE OP INCOME & CORE OP MARGIN1 CORE EPS1 (In millions) $13.09 $2,069 29% CAGR 16% CAGR $9.75 $1,733 $1,588 $1,620 $8.63 $8.49 $1,543 5.8% $7.65 5.5% 5.4% $1,241 5.
Slide 14: Free Cash Flow Has More Than Tripled Since FY20
Free Cash Flow Has More Than Tripled Since FY20 Our Asset-Light Model Generates More Cash with Less Invested Capital NET CAPEX AS % OF REVENUE1 FREE CASH FLOW2 (In millions) $1,532 2.9% $1,318 2.7% 2.5% 2.3% $1,026 $1,055 2.0% $810 $640 1.3% 1.1% $461 FY20 FY21 FY22 FY23 FY24 FY25 FY26 FY20 FY21 FY2
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Slide 16: Regulated Industries: Trust earned over years creates room to grow
REGULATED INDUSTRIES Trust earned over years creates room to grow. Long qualification cycles and demanding requirements support durable customer relationships. Automotive & Healthcare & Renewable & Transportation Packaging Energy Infrastructure Automotive Defense & Aerospace Healthcare expected to I
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Slide 18: Intelligent Infrastructure: Engineering across the entire data center
INTELLIGENT INFRASTRUCTURE Engineering across the entire data center Earlier design engagement expands Jabil’s role in compute, networking, power and cooling. Capital Equipment Cloud & Data Center Infrastructure Networking & Comms +43% FY27 segment revenue growth outlook +54% FY27 AI-related revenue
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Slide 20: Intelligent Devices & Robotics: Bringing AI into the physical world
INTELLIGENT DEVICES & ROBOTICS Bringing AI into the physical world A more focused portfolio Connected Living prioritizes profitability and higher-value engineered products. Robotics at scale Commerce & Robotics supports warehouse automation, mobile robots and autonomous delivery. PUBLIC | ©Jabil Inc
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Slide 22: Turning capacity into reliable production
OPERATIONS Turning capacity into reliable production 120+ facilities worldwide New capacity is beginning to fill with committed customer programs. Prepare for scale Improve productivity Replicate what works Align people, processes, equipment Expand flexible automation and Share proven manufacturing
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Slide 24: Securing supply as customers scale
SUPPLY CHAIN RESILIENCE Securing supply as customers scale Coordinate commitments Identify constraints earlier Keep options ready Align customer procurement, supplier Improve visibility and develop AI tools Qualify alternate sources and evaluate relationships and production plans. before issues reac
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Slide 26: Thank You
THANK YOU for the integrity, ingenuity, and inspiration you bring to every moment. PUBLIC | ©Jabil Inc. 2026. All Rights Reserved. 26
Slide 27: Jabil Fiscal 2026: Another Exceptional Year
Jabil Fiscal 2026 Another Exceptional Year REV EN UE C ORE OP M A RG IN 1 C ORE EP S 1 F REE C A SH F LOW 1 $36.0B 5.8% $13.09 $1.5B Strong Growth AI led, diversification delivered New Capacity added for growth Revenue, margin, core EPS and All three segments contributed S.E. Asia, U.S., Mexico, and
Slide 28: Gross Margin Has Expanded 210 bps Since FY20
Gross Margin Has Expanded 210 bps Since FY20 Mix Shift Toward Higher-Value Markets Is Lifting Profitability Gross profit % of revenue, FY20 vs. FY26 GROSS MARGIN +210 bps Mix is driving the gain 9.2% Diversified toward higher-value markets: 7.1% Regulated Industries, Intelligent Infrastructure, and
Slide 29: An Asset-Light Model: Net Capex Down to 1.3% of Revenue
An Asset-Light Model: Net Capex Down to 1.3% of Revenue Capital Discipline Means Growth Requires Less of Our Capital Net capex as % of revenue, FY20 vs. FY26 NET CAPEX1 2.9% Structurally less capital intensive since -160 bps the Mobility divestiture Asset-light AI business growing rapidly with limit
Slide 30: Free Cash Flow Has More Than Tripled Since FY20
Free Cash Flow Has More Than Tripled Since FY20 Higher Earnings Converting to Cash at a Consistent Rate Free cash flow, FY20 vs. FY26 ADJUSTED FREE CASH FLOW1 Asset-light model turns growth into cash $1,532M rather than consuming it 3.3x Higher margins from the shift toward higher-value markets are
Slide 31: Core ROIC Has Nearly Tripled Since FY20
Core ROIC Has Nearly Tripled Since FY20 Higher Returns on a Leaner Capital Base Show Business Quality Is Improving Core ROIC, FY20 vs. FY26 CORE ROIC1 Mobility exit reset the base: lower-return, 59% capital-heavy business left the portfolio ~3x Asset-light growth in AI is expanding returns, not dilu
Slide 32: Our Vision and Strategy are Clear
Our Vision and Strategy are Clear Our vision is to be the world’s most technologically advanced and trusted manufacturing solutions provider. OUR CORE STRENGTHS ENGINEERING SUPPLY CHAIN MANUFACTURING Diverse Set of Tenured Strategic Global Long-Term Capabilities Leadership Team Footprint Partnership
Slide 33: Engineering-Led: Move up the Value Chain
Engineering-Led: Move up the Value Chain 9,000+ engineers turn design wins into long-term customer relationships EARLIER FASTER BET TER ENGAGEMENT INDUSTRIALIZATION EXECUTION Involved sooner in the customer Solve complex technical and Engineering connected directly into decision cycle operational ch
Slide 34: Supply Chain Enabled ~$35B
Supply Chain Enabled A World-Class Supply Chain Team and Systems ~40,000 ~40,000 ~1,000,000 ~$35B Global Suppliers SKUs Parts Global Spend 150 3,500 3,000 1,500 Categories & Procurement & Buyers Planners Commodities Supply Chain Experts Mitigates risk, enhances resilience and maintains continuity. P
Slide 35: Diverse Capabilities. Diverse Customers. Diverse Markets.
Diverse Capabilities. Diverse Customers. Diverse Markets. Shared capabilities, applied to each customer’s needs BREADTH OF CAPABILITIES APPLIED ACROSS MARKETS PCBA, SMT, rigid-flex, miniaturization, Electronics firmware, FPGA / CPLD Auto & Transportation CNC machining, stamping, Precision Metals thi
Slide 36: Our Team
Our Team Aligned and Focused with 200+ Years of Jabil Tenure STEVE BORGES MATT CROWLEY RAFAEL RENNO ED BAILEY FRANK MCKAY ANDY PRIESTLEY REGULATED INTELLIGENT INTELLIGENT DEVICES DESIGN SUPPLY CHAIN GLOBAL INDUSTRIES INFRASTRUCTURE & ROBOTICS ENGINEERING OPERATIONS MAY YAP GREG HEBARD KRISTINE GARY
Slide 37: A Global Footprint Designed for Speed, Resilience, and Growth
A Global Footprint Designed for Speed, Resilience, and Growth 120+ Facilities Strategically Located Around the World ASIA Bandung Gotemba Huangpu Shanghai Taichung Batu Kawan Hachioji Kulim Shenzhen Taipei Beijing Ho Chi Minh Nhon Trach Singapore Weihai Changhua Hong Kong Penang Sungai Petani Wuxi C
Slide 38: Focused Segments, Long-Term Partnerships
Focused Segments, Long-Term Partnerships A balanced portfolio serving many of the world's most respected companies Regulated Intelligent Intelligent Devices Industries Infrastructure & Robotics Automotive & Transportation Capital Equipment Connected Living Healthcare & Packaging Cloud & Data Center
Slide 39: Regulated Industries: Multiple Drivers of Growth
Regulated Industries: Multiple Drivers of Growth All three markets growing AUTO & TRANSPORTATION HEALTHCARE & PACKAGING RENEWABLE & ENERGY INFRASTRUCTURE $5.0B +9% y/y $5.6B +6% y/y $3.0B +7% y/y • Defense and aerospace growth • Strong healthcare pipeline • Commercial energy projects • Agnostic powe
Slide 40: Intelligent Infrastructure: Diversified Markets & Capabilities
Intelligent Infrastructure: Diversified Markets & Capabilities An increasingly diversified AI business CAPITAL EQUIPMENT C LO U D & D A TA C E NTE R I NF RA S TRU C TU RE NET WORKING & COMMUNICATIONS $4.2B +40% y/y $17.5B +52% y/y $3.9B +15% y/y • Strong automated test demand • Multiple customer pro
Slide 41: Intelligent Devices & Robotics: Evolving Toward Automation
Intelligent Devices & Robotics: Evolving Toward Automation Mix shift continues DIGITAL COMMERCE & ROBOTICS CONNECTED LIVING $3.0B +11% y/y $2.3B -15% y/y • Warehouse and retail automation • Selective program participation • Engineering, robotics and system integration • Connectivity and wireless pow
Slide 42: Diversification: The Foundation of a Balanced, Resilient Portfolio
Diversification: The Foundation of a Balanced, Resilient Portfolio $ in billions FY27E FY25 FY26 FY27E Y/Y Var Auto & Transportation $4.1 $4.6 $5.0 9% Healthcare & Packaging $5.4 $5.3 $5.6 6% Renewable & Energy Infrastructure $2.4 $2.8 $3.0 7% Regulated Industries Net Revenue $11.9 $12.7 $13.6 7% Co
Slide 43: Our Outlook: FY27 Financial Plan
Our Outlook FY27 Financial Plan NET REVENUE CORE OP MARGIN 1 CORE EPS 1 FREE CASH FLOW 1 $ 44.5 6.1% $ 17.55 ~$1.6 BILLION BILLION M A N AGEMENT ’S OU T LOOK F OR F Y 2 7 1 See U.S. GAAP to non-GAAP definitions and reconciliations located at https://investors.jabil.com/ PUBLIC | ©Jabil Inc. 2026. Al
Slide 44: Disciplined Investment and Shareholder Returns
Disciplined Investment and Shareholder Returns Capital Allocation Framework ORGANIC INVESTMENT STRATEGIC ACQUISITIONS SHAREHOLDER RETURNS 80%+ of adjusted free cash flow returned to shareholders over time Invest where we see attractive returns Invest in capabilities Share repurchases remain a top pr
Slide 45: FY28 and Beyond: Outlook Remains Strong
FY28 and Beyond: Outlook Remains Strong Greater growth opportunity. Consistent financial discipline. Strong growth continues across the portfolio • Expanding inference driving AI infrastructure demand • Healthcare pipeline, incl. Croatia • New capacity ramps thru FY27, driving a higher Q4 exit run r
Slide 46: Thank You
THANK YOU for the integrity, ingenuity, and inspiration you bring to every moment. PUBLIC | ©Jabil Inc. 2026. All Rights Reserved. 46
Slide 47: Key Takeaways Today
Key Takeaways Today 1 2 3 Strong growth opportunity Diversification delivering Earnings, cash flow and value shareholder returns Capabilities, customer relationships and Broader opportunities across customers, Disciplined execution and investment investments supporting growth technologies and end ma
Slide 48: Q&A
Q&A Mike Greg Steve Matt Rafael Andy Frank Adam Dastoor Hebard Borges Crowley Renno Priestley McKay Berry
Slide 49: Made Possible
MADE POSSIBLE. JABIL | MAdEpossial
Slide 50: Appendix: GAAP to Non-GAAP Reconciliations
APPENDIX GAAP TO NON-GAAP RECONCILIATIONS
Slide 51: Operating Income, EBITDA and Net Income Non-GAAP Reconciliation
JABIL INC. AND SUBSIDIARIES OPERATING INCOME, EBITDA and NET INCOME NON-GAAP RECONCILIATION (in millions, except for per share data) (Unaudited) Three Months Ended Fiscal Year Ended August 31, 2026 August 31, 2025 August 31, 2026 August 31, 2025 Net revenue $ 10,616 $ 8,252 $ 35,954 $ 29,802 Operati